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1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| CA | RA | APPROVED | 2023-01-01 |
Branch Locations
Two Embarcadero Center 8Th Floor, San Francisco, CA 94111 • United States
1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | San Francisco | CA | 07/2015 | 08/2017 |
| Northwestern Mutual Life Insurance | Milwaukee | WI | 07/2015 | 08/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2016 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Castro Valley | CA | 08/2017 | 12/2018 |
| Bank Of America, N.A. | Castro Valley | CA | 08/2017 | 12/2018 |
| Bancwest Investment Serivices | San Francisco | CA | 12/2018 | 01/2020 |
| Bank Of The West | San Francisco | CA | 12/2018 | 01/2020 |
| Unemployed | Sarande | 02/2020 | 02/2022 | |
| Stansberry Asset Management | San Mateo | CA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-28 |
| S66 | Uniform Combined State Law Examination | 2015-11-05 |
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